Page 1 of 2

Private AI Investment Committee Buildout Application

This application is for investors who want to work directly with me to build a personalized AI Investment Committee tailored to their investing goals, strategy, and decision-making process. I personally review every application before scheduling a strategy call.

Full Name

*

Email Address

*

Phone Number

*

1. Tell me about yourself.

*

2. What best describes your investing experience?

*

2. What best describes your investing experience?

A

Complete Beginner

B

I Know the Basics

C

Intermediate Investor

D

Advanced Investor

3. Approximately how much do you currently have invested?

*

3. Approximately how much do you currently have invested?

A

Under $10,000

B

$10,000–$50,000

C

$50,000–$100,000

D

$100,000–$250,000

E

$250,000+

4. What are your long-term investing goals?

*

5. What is your biggest challenge when making investment decisions today?

*

6. Why are you interested in having a personalized AI Investment Committee instead of using traditional investing resources?

*

7. What would success look like after working together?

*

8. If accepted, are you prepared to invest in a premium one-on-one implementation?

*

8. If accepted, are you prepared to invest in a premium one-on-one implementation?

A

Yes

B

I'd like to learn more first